Salomon & Ludwin’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Salomon & Ludwin’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$119K	Hold	1,114	–	–	0.01%	222
2026 Q2	$126K	Hold	1,114	–	–	0.01%	221
2026 Q1	$114K	Sell	1,114 -36	-3%	-$3.79K	0.01%	224
2025 Q4	$119K	Hold	1,150	–	–	0.01%	211
2025 Q3	$117K	Hold	1,150	–	–	0.01%	207
2025 Q2	$113K	Hold	1,150	–	–	0.01%	179
2025 Q1	$106K	Hold	1,150	–	–	0.01%	172
2024 Q4	$110K	Hold	1,150	–	–	0.01%	165
2024 Q3	$110K	Hold	1,150	–	–	0.01%	178
2024 Q2	$101K	Hold	1,150	–	–	0.01%	189
2024 Q1	$104K	Buy	+1,150	New	+$99K	0.01%	245

Other funds holding IVOV

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $326M AUM 14.78% 1-Year Est. Return

Salomon & Ludwin's IVOV Position: Q3 2026 in Review

Salomon & Ludwin held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q3 2026 at 1,114 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #222.

Salomon & Ludwin first reported a position in IVOV in Q1 2024 and has held it in 11 quarters since. The position peaked at $126K in Q2 2026. 133 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

Salomon & Ludwin held 1,114 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $119K as of Q3 2026.
Salomon & Ludwin left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #222 holding.
Salomon & Ludwin first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 11 quarters since.
Salomon & Ludwin's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $126K in Q2 2026.
133 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.